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The recently enacted tax reform legislation has prompted a great deal of focus on pass-through entities. And for good reason: the pass-through provision affects many types of entities from a tax perspective, and may also have an impact on retirement plans.Read more
Regardless of the type or size of your organization, data security should be a top concern. We explore how breaches occur and how access to data is changing, as well as provide some steps that organizations can take to help protect themselves and their networks.Read more
In order to provide spending to keep the government operating and avoid another government shutdown, President Trump signed the Bipartisan Budget Act of 2018 on February 9, 2018 (the government was technically shut down for several hours). While this piece of legislation was not remotely relat…Read more
After much anticipation, the new year brings with it a new tax law. We explore some of the provisions of the new law that could affect retirement plan investors.Read more
Currencies can have a significant effect on the overall economy. Since the U.S.dollar is the global currency, any significant change in its value ripples throughout financial markets. After years of a strong dollar, what will its recent weakening mean for retirement plan investors?Read more
The 2018 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and th…Read more